[ADD] Manufacturing: Dropship subcontracting lead times
closes odoo/documentation#9297 Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
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@ -132,3 +132,4 @@ to factor in the cost of dropshipping.
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subcontracting/subcontracting_resupply
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subcontracting/resupply_subcontracting_lead_times
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subcontracting/subcontracting_dropship
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subcontracting/dropship_subcontracting_lead_times
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==================================
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Dropship subcontracting lead times
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==================================
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.. |PO| replace:: :abbr:`PO (Purchase Order)`
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.. |RfQ| replace:: :abbr:`RfQ (Request for Quotation)`
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.. |BoM| replace:: :abbr:`BoM (Bill of Materials)`
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In Odoo, lead times are used to predict how long it takes to complete a certain action. For example,
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a *delivery lead time* can be set for a purchased product, which specifies the number of days it
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usually takes for the product's vendor to deliver the product to the purchasing company.
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For subcontracted products specifically, delivery lead times can be configured to take into account
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the amount of time required for the subcontractor to manufacture a product. Doing so allows the
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contracting company to better predict the delivery dates of subcontracted products.
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Certain subcontracted products require the contracting company to supply the subcontractor with
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manufacturing components. In this case, a *manufacturing lead time* can be used, in addition to the
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delivery lead time, to generate the date on which the subcontractor must receive the required
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components, in order to manufacture the product and deliver it on time.
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In cases where components are dropshipped to the subcontractor, an additional delivery lead time
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can be set for each component. This should be set to the amount of time it takes the vendor to
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deliver components to the subcontractor.
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Once a delivery lead time has been set on a component, dropship orders for the component display the
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date by which the order must be confirmed, so that it can be dropshipped to the subcontractor by the
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date on which manufacturing must begin.
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.. important::
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Like all lead times in Odoo, lead times for subcontracted products are only an estimate, and are
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based on how long actions are *expected* to take.
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Unforeseen circumstances can impact the completion of these actions, which means that lead times
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should not be viewed as guarantees.
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Configuration
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=============
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When using the :doc:`Dropship Subcontractor on Order <subcontracting_dropship>` route, a company is
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responsible for purchasing the necessary components from a vendor, and having them dropshipped
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directly to the subcontractor.
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This means that, in addition to the amount of time it takes the subcontractor to manufacture and
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deliver the product, it is also necessary to consider how long it takes the component vendor to
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dropship the components to the subcontractor.
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By assigning a product's subcontractor a *delivery lead time*, specifying a *manufacturing lead
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time* on the product's BoM, and assigning the vendor of the components an additional *delivery lead
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time*, *Dropship Subcontractor* orders for the product's components display the deadline for
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confirming a dropship order to send the components to the subcontractor.
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Product delivery lead time
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--------------------------
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To set a delivery lead time for a product's subcontractor, navigate to :guilabel:`Inventory app -->
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Products --> Products`, and select a subcontracted product.
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Then, select the :guilabel:`Purchase` tab on the product's page. If the subcontractor has not
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already been added as a vendor, do so now by clicking :guilabel:`Add a line`, and selecting the
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subcontractor in the :guilabel:`Vendor` column.
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Once the subcontractor has been added, enter the number of days it takes them to manufacture and
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deliver the product, in the :guilabel:`Delivery Lead Time` column.
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.. image:: dropship_subcontracting_lead_times/delivery-lead-time.png
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:align: center
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:alt: The Delivery Lead Time field for a subcontractor, on the Purchase tab of a product page.
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Product manufacturing lead time
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-------------------------------
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Next, navigate to the product's |BoM| by clicking the :guilabel:`Bill of Materials` smart button at
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the top of the product's page. Then, select a BoM from the list.
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On the |BoM|, select the :guilabel:`Miscellaneous` tab. In the :guilabel:`Manuf. Lead Time` field,
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enter the same number of days that was entered in the :guilabel:`Delivery Lead Time` field of the
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|BoM|'s product.
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.. image:: dropship_subcontracting_lead_times/manufacturing-lead-time.png
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:align: center
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:alt: The Manuf. Lead Time field on a product's BoM.
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While not all of these days are actually used for manufacturing by the subcontractor, setting the
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same number of days in each field tells Odoo that the subcontractor must receive the components and
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begin production by the start of the product's delivery lead time. This gives the subcontractor
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enough time to both manufacture and deliver the product.
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Component delivery lead time
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----------------------------
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From the product's BoM, navigate to each component by clicking on the component in the
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:guilabel:`Components` tab, and then clicking the :icon:`oi-arrow-right` :guilabel:`(right arrow)`
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button to the right of the component.
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On the product page for each component, select the :guilabel:`Purchase` tab. If the vendor has not
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already been added, do so now by clicking :guilabel:`Add a line`, and selecting the subcontractor in
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the :guilabel:`Vendor` column.
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Once the vendor has been added, enter the number of days it takes them to dropship the product to
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the subcontractor, in the :guilabel:`Delivery Lead Time` column.
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Dropship subcontracting workflow
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================================
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Create a request for quotation (RfQ) for the product by navigating to :menuselection:`Purchase app
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--> Orders --> Requests for Quotation`, and clicking :guilabel:`New`.
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Specify the subcontractor in :guilabel:`Vendor` field. Then, add the product in the
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:guilabel:`Products` tab by clicking :guilabel:`Add a product`, selecting the product in the
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:guilabel:`Product` column, and specifying a quantity in the :guilabel:`Quantity` column.
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In the :guilabel:`Expected Arrival` field, enter a date that provides enough time for the component
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vendor to dropship the components, and the subcontractor to manufacture and deliver the product.
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.. important::
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When a product is added to an |RfQ|, the :guilabel:`Expected Arrival` field auto-populates with a
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date that is today's date plus the delivery lead time of the product. However, this does not
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consider the time it takes to dropship the components to the subcontractor.
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When purchasing a product subcontracted using the *Dropship Subcontractor on Order* route, it is
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necessary to adjust this date to take into account the extra time needed for the components to be
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delivered to the subcontractor.
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Since production does not begin until they receive the components, leaving the date as is results
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in the finished product arriving *after* the date listed on the |RfQ|.
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Next, click :guilabel:`Confirm Order` to turn the |RfQ| into a |PO|. Doing so creates a second |RfQ|
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to purchase the components from the dropshipper, and have them sent to the subcontractor.
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Navigate to :menuselection:`Purchase app --> Orders --> Requests for Quotation`, and select the
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|RfQ| that lists the dropshipper in the :guilabel:`Vendor` column.
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On the |RfQ|, the :guilabel:`Expected Arrival` field lists the date on which the subcontractor must
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receive the components, in order to deliver the finished product by the *Expected Arrival* date
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listed on the subcontractor |PO|.
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The :guilabel:`Order Deadline` field lists the latest date on which the |RfQ| can be confirmed, in
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order for the dropshipper to deliver the components to the subcontractor by the :guilabel:`Expected
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Arrival` date.
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Click :guilabel:`Confirm Order` to turn the |RfQ| into a |PO|, and confirm the purchase of the
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components from the dropshipper. Doing so causes a :guilabel:`Dropship` smart button to appear at
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the top of the page.
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Click the :guilabel:`Dropship` smart button to open the dropship order. This order can also be
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accessed from the :guilabel:`Resupply` smart button that now appears on the subcontractor |PO|.
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After the dropshipper has delivered the components to the subcontractor, click the
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:guilabel:`Validate` button at the top of the dropship order to confirm that the subcontractor has
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received the components.
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Once the subcontractor receives the components, they begin manufacturing the component, before
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delivering it to the contracting company.
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.. example::
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Bike retailer *Mike's Bikes* works with a subcontractor — *Bike Friends* — to produce units of
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their *Bicycle* product.
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Mike's Bikes must purchase the required components from vendor Bike World, and have them
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dropshipped to Bike Friends.
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On average, Bike Friends takes three days to manufacture each bicycle, plus an addition two days
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to deliver it to Mike's Bikes.
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As a result, Mike's Bikes sets a delivery lead time of five days for bicycle manufactured by Bike
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Friends: three days for manufacturing, plus two days for delivery.
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On the bicycle's BoM, they enter a manufacturing lead time of five days as well, to remind
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themselves of the date that components must be delivered to the subcontractor.
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On the product pages for each of the bicycle's components, they assign Bike World a delivery lead
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time of two days. This is the amount of time it takes Bike World to dropship each component
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directly to the subcontractor.
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On May 10th, Mike's Bikes confirms a |PO| for one bicycle, with an expected delivery date of May
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17th.
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The |RfQ| for purchasing the components from Bike World and having them dropshipped to Bike
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Friends has an Expected Arrival date of May 12th, and a Deadline of May 10th. The |RfQ| must be
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confirmed by the deadline in order for Bike Friends to receive the components by the Expected
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Arrival date, giving them enough time to deliver the finished bicycle to Mike's Bikes by May
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17th.
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.. image:: dropship_subcontracting_lead_times/deadline-arrival.png
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:align: center
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:alt: The Order Deadline and Expected Arrival dates on a dropship order.
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Mike's Bikes confirms the |RfQ| on May 10th, and Bike World delivers the components to Bike
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Friends on May 12th. Bike Friends manufactures the bicycle, and delivers it to Mike's Bikes on
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May 17th.
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